Edit a GL Account

Staff can edit a GL account as needed. For example, staff can change the Name of a GL account.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click   Nimble AMS, Staff View, Button, All Tabs
    .
  2. Click GL Accounts.
  3. Select a list view—like All GL Accounts—and click Go!
  4. Click Edit next to the GL account you want to modify.

    Entity cannot be edited.

  5. Make the desired changes.

  6. Click Save.

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